Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.91 | -0.33 | 6.92 |
| 6M | 3.98 | 1.28 | 20.20 |
| 1Y | 4.85 | 3.78 | 36.07 |
| 3Y | 16.97 | 12.03 | 97.35 |
HSBC ELSS Tax saver Fund Growth managed by HSBC Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹3,985 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.92. Under the expert guidance of Abhishek Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Abhishek Gupta is a B. Com., PGDM (Finance) CFA (Investments). Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC Tax Saver Equity Fund Growth | 0 | 243.6 CR | 2.5 |
| Principal Personal Taxsaver Growth | 3 | 332.68 CR | 2.55 |
| HSBC ELSS Tax saver Fund Growth | 3 | 3985.49 CR | 1.92 |
| Motilal Oswal ELSS Tax Saver Fund Growth | 4 | 4663.26 CR | 1.9 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Tax Saver Equity Fund Growth | 0.8856 | 59.1682 |
| This FundPrincipal Personal Taxsaver Growth | 31.8558 | 59.2401 |
| This FundHSBC ELSS Tax saver Fund Growth | 4.854 | 60.0447 |
| This FundMotilal Oswal ELSS Tax Saver Fund Growth | 7.3402 | 82.4017 |